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Granite funds Q1 2024 CIO views

What drove markets up last quarter? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses ongoing strong performance of U.S. stocks and how markets may start to broaden out. He also talks about his expectations for resilient economic growth to supporting earnings, and his positioning across regions, sectors, and styles.

Granite funds Q1 2024 CIO views

What drove markets up last quarter? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses ongoing strong performance of U.S. stocks and how markets may start to broaden out. He also talks about his expectations for resilient economic growth to supporting earnings, and his positioning across regions, sectors, and styles.

Commentary

  • Granite funds Q1 2024 CIO views
    May 02, 2024

    Granite funds Q1 2024 CIO views

    What drove markets up last quarter? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses ongoing strong performance of U.S. stocks and how markets may start to broaden out. He also talks about his expectations for resilient economic growth to supporting earnings, and his positioning across regions, sectors, and styles.

  • Granite Funds – Q4 2023 CIO views
    January 30, 2024

    Granite Funds – Q4 2023 CIO views

    What are the key themes for 2024? Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses diversification, central banks, inflation, and high-quality bonds, which may all play vital roles in shaping the year ahead.

  • How to assess what a company is worth
    November 15, 2023

    How to assess what a company is worth

    What’s the most popular valuation metric? Jason Zhang, Portfolio Manager, SLGI Asset Management Inc., discusses this as well as how combined valuation metrics are used to manage multi-asset portfolios.

  • High-yield bonds
    October 25, 2023

    High-yield bonds

    High-yield bonds have historically been an attractive asset class. In this video, Jason Zhang, Portfolio Manager, SLGI Asset Management Inc., explains why they’ve recently lost their appeal and how the Multi-Asset Team has modified its weighting as a result.

  • Granite Funds - Q3 CIO views
    October 24, 2023

    Granite Funds - Q3 CIO views

    As we enter a potential phase of “higher for longer” interest rates, Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc. discusses current opportunities and portfolio positioning. He also talks about how achieving a soft landing may be hard for Canada as the economy slows down and may sink into recession.

  • Today’s cash advantage in our portfolios
    October 12, 2023

    Today’s cash advantage in our portfolios

    Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. talks about shifting financial dynamics and why cash is important today. “We have always considered fixed income (including cash) to be a kind of ballast in our multi-asset portfolios,” he says.

  • Why quality companies matter
    October 12, 2023

    Why quality companies matter

    With ongoing worries about the health of the economy, it’s more important than ever for investors to understand what goes into a quality company, Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. explores the factors that impact quality when researching companies.

  • Rates, recession and rallies - What now?
    August 16, 2023

    Rates, recession and rallies - What now?

    Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc., discusses how the rate-hiking cycle will affect the economy. He also shares his insights on a potential recession, the performance of artificial intelligence stocks and the current risk-reward scenario provided by high-quality bonds.

  • Granite Target Risk Funds - Q2 CIO Views
    August 16, 2023

    Granite Target Risk Funds - Q2 CIO Views

    Lagged effects of rate hikes are elevating risks to the global economy warns Chhad Aul, CIO and Head of the Multi-Asset Solutions, SLGI Asset Management Inc. He discusses this and how active management and investing in bonds can help amid rising uncertainty. 

  • Recession – How soon?
    July 18, 2023

    Recession – How soon?

    Anthony Wu, Portfolio Manager, SLGI Asset Management Inc., shares his insights on a potential soft-landing scenario. He also provides an overview of the indicators that could show that a recession is on its way.

Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any mutual funds managed by SLGI Asset Management Inc. These views are subject to change and are not to be considered as investment advice nor should they be considered a recommendation to buy or sell.